Not a fit?
Who we refer out, and why
Fast, fixed-price filing works because we stay in our lane. If any of these fit you, you'll get a better result elsewhere.
Your books aren't finished
We file from a balanced trial balance and reconciled bank accounts. A bookkeeper can get you there; then come back and we'll file.
Quebec corporations
Quebec needs a separate CO-17 provincial return, which we don't file yet.
Three or more years unfiled
Catch-up work needs a firm that can rebuild records and talk to CRA about past years.
Audit, review or Notice to Reader statements
If a bank, landlord or investor needs accountant-issued statements, you need a public accountant. We file returns; we don't issue statements.
Complex structures
Foreign subsidiaries, non-resident owners, SR&ED claims, reorganizations, public companies and CRA audits need a full-service tax practitioner.
Revenue over $2M
Larger corporations are outside our fixed-price model.